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Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy professional certification
213 students
Advance your finance administrator skills with our comprehensive professional certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This professional certification is a comprehensive overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human involvement. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and enhance the accuracy and effectivenes of your work.
By completing this professional certification, you’ll quickly Advance your finance administrator skills and will be able to build automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive professional certification
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based processes need automation to guarantee the precision of financial transactions
- Ways to improve finance administrator skills and overcome the difficulties of document-based operations by automating them
- How to put a regular finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Staff members dealing with document-heavy tasks they want to simplify
- Anyone looking for ways to acquire valuable skills in workflow automation for career growth
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Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations understand their economic condition so they can make informed and impactful decisions.
Generally, our professional certification takes about 3 hours. However, you may need extra time to master the necessary automation expertise if it’s your first time with our product. Take things slow and join other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to Advance your finance administrator skills, solidify your expertise as a user, and start automating routine financial operations.
This professional certification goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create forms, auto-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
Besides ongoing training in accounting and budgeting, it’s paramount for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance administrator skills to keep sharp. airSlate Academy offers this professional certification specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and trustworthy financial data. Additionally, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance administrator skills, are provided free of charge. We aim to equip experts with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.